Long-term investor

Optas, LLC @optasllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802961).

Record

  • Tracked since 2025-06-30 (434 days), 153 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.7% · 6 months +11.3% · 1 year +21.5% · all +21.5%
  • Max drawdown -4.7% · Sharpe 1.02 · win rate 14% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VOO · 8.9% · long · since 2025-06-30
  • VTI · 7.5% · long · since 2025-06-30
  • GOOGL · 6.1% · long · since 2025-06-30
  • GOOG · 4.9% · long · since 2025-06-30
  • NVDA · 4.1% · long · since 2025-06-30
  • VEU · 3.8% · long · since 2025-06-30
  • AAPL · 3.7% · long · since 2025-06-30
  • SPYG · 3.2% · long · since 2025-06-30
  • SPY · 2.8% · long · since 2025-06-30
  • MSFT · 2.0% · long · since 2025-06-30
  • AVGO · 1.8% · long · since 2025-06-30
  • VXUS · 1.6% · long · since 2025-06-30

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